Configuring Data Share

Required Information

To establish a secure connection between SalesIntel and your Snowflake account, please provide your Data Sharing Account Identifier to your SalesIntel success team:

Required Detail	Description	Example
Data Sharing Account Identifier	Your unique account name/locator	OQHVFZT.HRC05820

How to locate your identifier:

Method 1: Log into your Snowflake console and navigate to the bottom-left corner. Hover over Account, then hover over your active account and click View account details to retrieve the Data Sharing Account Identifier in ORGNAME.ACCOUNTNAME format.

Method 2: Execute the following command in a Snowflake worksheet:

SELECT CURRENT_ORGANIZATION_NAME() || '.' || CURRENT_ACCOUNT_NAME();

Setup Instructions

Once SalesIntel publishes the listing to your account, you will receive a confirmation email. Follow these steps to access the data through the Snowflake Horizon Catalog interface.

Step 1: Navigate to External Sharing

1. Log in to your Snowflake account as an Account Administrator (ACCOUNTADMIN)

2. In the left navigation sidebar, locate Horizon Catalog

3. Click Data sharing

4. Select External sharing from the menu

Step 2: Accept the Shared Data

1. Ensure the Shared with you tab is selected

2. Locate the listing from SalesIntel under Direct Shares

3. Click on the listing and select Get Data

Step 3: Create Database and Assign Access

1. Provide a name for the local database (e.g., SALESINTEL_DATA)

2. Select which Roles should have permission to query this data (e.g., ANALYST_ROLE)

3. Click Create Database

Step 4: Validate Access

The database is now available in your worksheet objects. You can begin querying immediately - no manual refresh is required. All updates from SalesIntel flow automatically to this database.